JAMES PATRICK KOZAK is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with UHLMANN INVESTMENT MANAGEMENT, L.L.C..
| Firm | From | To | Current |
|---|---|---|---|
| UHLMANN INVESTMENT MANAGEMENT, L.L.C. | 2017-11-16 | present | Yes |
| ROBERTSON STEPHENS ADVISORS | 2015-10-12 | 2017-10-04 | — |
| ROTH CAPITAL PARTNERS, LLC | 2013-01-17 | 2015-09-30 | — |
| ADVANCED EQUITIES, INC. | 2005-06-23 | 2012-11-20 | — |
| HEDEKER WEALTH LLC | 2002-12-20 | 2006-04-27 | — |
| ADVANCED EQUITIES, INC. | 2002-09-24 | 2003-02-18 | — |